Heritage Global (HGBL) Long-Term Investments (2011 - 2026)
Heritage Global's (HGBL) quarterly Long-Term Investments came in at $19.4 million in Q1 2026, down 10.37% YoY from $21.7 million in Q1 2025, and down 7.68% on a QoQ basis from $21.1 million in Q4 2025.
Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends
Heritage Global (HGBL) has 15 years of Long-Term Investments data on file, last reported at $19.4 million in Q1 2026.
- Quarterly Long-Term Investments fell 10.37% year-over-year to $19.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $19.4 million (down 10.37% YoY) and the FY2025 annual result came in at $21.1 million, up 0.8% from the prior year.
- Long-Term Investments retreated to $19.4 million in Q1 2026, from $21.1 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $22.4 million in Q2 2024 to a low of $6.5 million in Q1 2022.
- A 5-year average of $17.3 million and a median of $20.3 million in 2024 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2022 — Long-Term Investments soared 198.38% — and 2026, when it retreated 10.37%.
- Tracing HGBL's Long-Term Investments over 5 years: stood at $14.0 million in 2022, then soared by 52.87% to $21.4 million in 2023, then slipped by 2.2% to $20.9 million in 2024, then rose by 0.8% to $21.1 million in 2025, then declined by 7.68% to $19.4 million in 2026.
- The last three Long-Term Investments figures came in at $19.4 million (Q1 2026), $21.1 million (Q4 2025), and $21.3 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | Heritage Global | 39.30 Mn | 26.12 Mn | 9.46 Mn | 1.24 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.24 Mn |
| Mar 31, 2026 | 19.44 Mn |
| Dec 31, 2025 | 21.06 Mn |
| Sep 30, 2025 | 21.33 Mn |
| Jun 30, 2025 | 21.28 Mn |
| Mar 31, 2025 | 21.69 Mn |
| Dec 31, 2024 | 20.89 Mn |
| Sep 30, 2024 | 21.45 Mn |
| Jun 30, 2024 | 22.38 Mn |
| Mar 31, 2024 | 20.27 Mn |
| Dec 31, 2023 | 21.36 Mn |
| Sep 30, 2023 | 16.13 Mn |
| Jun 30, 2023 | 15.78 Mn |
| Mar 31, 2023 | 13.33 Mn |
| Dec 31, 2022 | 13.97 Mn |
| Sep 30, 2022 | 8.50 Mn |
| Jun 30, 2022 | 8.24 Mn |
| Mar 31, 2022 | 6.54 Mn |
| Dec 31, 2021 | 4.68 Mn |
| Sep 30, 2021 | 3.33 Mn |